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Name Holding Trade Value Shares
Change 		Change in
Stake
TCA
2201
Trifecta Capital Advisors
Illinois
$488K +$11K +227 +3%
SOS
2202
Silver Oak Securities
Tennessee
$487K -$479K -9,850 -52%
BSTWA
2203
Blake Schutter Theil Wealth Advisors
Ohio
$486K +$445K +9,141 New
SCM
2204
Sterneck Capital Management
Missouri
$486K -$25.6K -527 -5%
BWG
2205
Beta Wealth Group
California
$485K +$19.8K +407 +5%
ST
2206
Sabal Trust
Florida
$484K -$182K -3,740 -29%
BC
2207
Belmont Capital
California
$484K -$227K -4,666 -34%
NRS
2208
Neville Rodie & Shaw
New York
$483K -$80.2K -1,649 -15%
KF
2209
KKM Financial
Illinois
$483K – – –
WC
2210
Waterloo Capital
Texas
$482K +$178K +3,667 +68%
RMAM
2211
Raab & Moskowitz Asset Management
New Jersey
$480K +$1.22K +25 +0.3%
SMWM
2212
Silvia McColl Wealth Management
California
$480K – – –
SF
2213
Symphony Financial
Texas
$480K -$211K -4,342 -32%
CWA
2214
Clearview Wealth Advisors
Oregon
$478K -$17K -350 -4%
SSWM
2215
Strait & Sound Wealth Management
California
$477K -$475K -9,760 -52%
BTWM
2216
Brass Tax Wealth Management
Ohio
$476K +$170K +3,502 +64%
AIS
2217
American Investment Services
Massachusetts
$475K +$434K +8,926 New
SFB
2218
STAR Financial Bank
Indiana
$475K -$70.9K -1,457 -14%
PPW
2219
Pasadena Private Wealth
California
$474K – – –
AI
2220
Accredited Investors
Minnesota
$474K -$3.02K -62 -0.7%
NLP
2221
Next Level Private
New York
$472K – – –
SPWG
2222
Syntegra Private Wealth Group
Missouri
$472K -$20.1K -413 -4%
AFPL
2223
Advus Financial Partners, LLC
Florida
$472K -$38.9K -800 -8%
IWN
2224
Independent Wealth Network
Iowa
$472K -$6.03K -124 -1%
HFS
2225
Howard Financial Services
Texas
$471K +$24.9K +513 +6%
87 88
89
90 91